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Ernesto Mendoza

12 Years of Experience
El Paso, TX
1 DisclosureBrokerSells Insurance

Ernesto Mendoza is a registered investment advisor at Blackridge Asset Management, LLC, based in El Paso, TX, with 12 years of industry experience. Ernesto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

El Paso, TX

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History

Regulatory History (1)
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Judgment / Lien
May 2017
Other Business ActivitiesSells Insurance

Ernesto is an independent contractor selling health insurance through American Insurance Services, dedicating a few hours per week. He is also an IAR with Blackridge Asset Management and a retailer of new and used watches online, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Blackridge Asset Management, LLC
October 2018 - Present · 8 yrs
Peak Brokerage Services, LLC
October 2018 - Present · 8 yrs
Peak Brokerage Services, LLCBroker
October 2018 - Present · 8 yrs
Previous Registrations
Securities America Advisors, INC.
March 2017 - October 2018 · 1 yr 7 mos
Securities America, INC.Broker
March 2017 - October 2018 · 1 yr 7 mos
Edward Jones
May 2014 - March 2017 · 2 yrs 10 mos
Edward JonesBroker
March 2014 - March 2017 · 3 yrs
State Registrations3 states
NMNVTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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